Charles Schwab Corporation shares owned by Morton Community Bank
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Morton Community Bank
from 13F filings
Historical chart of Morton Community Bank investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Morton Community Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Morton Community Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 2.5k | 94.52 |
| 2025-06-30 | $290k | 3.2k | 91.24 |
| 2025-03-31 | $292k | 3.7k | 78.28 |
| 2024-12-31 | $475k | 6.4k | 74.01 |
| 2024-09-30 | $559k | 8.6k | 64.81 |
| 2024-06-30 | $801k | 11k | 73.69 |
| 2024-03-31 | $3.2M | 44k | 72.34 |